KOMWMG
Kerntke Otto McGlone Wealth Management Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Sell |
6,438
-627
| -9% | -$312K | 2.54% | 7 |
|
|
2025
Q1 | $2.65M | Sell |
7,065
-138
| -2% | -$51.8K | 2.32% | 11 |
|
|
2024
Q4 | $3.04M | Sell |
7,203
-166
| -2% | -$70K | 2.24% | 14 |
|
|
2024
Q3 | $3.17M | Sell |
7,369
-422
| -5% | -$182K | 2.64% | 9 |
|
|
2024
Q2 | $3.48M | Sell |
7,791
-143
| -2% | -$63.9K | 3.25% | 8 |
|
|
2024
Q1 | $3.34M | Sell |
7,934
-926
| -10% | -$390K | 3.29% | 9 |
|
|
2023
Q4 | $3.33M | Sell |
8,860
-40
| -0.4% | -$15K | 3.33% | 12 |
|
|
2023
Q3 | $2.81M | Sell |
8,900
-319
| -3% | -$101K | 2.9% | 12 |
|
|
2023
Q2 | $3.14M | Sell |
9,219
-447
| -5% | -$152K | 3.07% | 10 |
|
|
2023
Q1 | $2.79M | Sell |
9,666
-111
| -1% | -$32K | 2.87% | 11 |
|
|
2022
Q4 | $2.35M | Sell |
9,777
-13
| -0.1% | -$3.12K | 2.7% | 10 |
|
|
2022
Q3 | $2.28M | Sell |
9,790
-160
| -2% | -$37.3K | 3.43% | 10 |
|
|
2022
Q2 | $2.56M | Buy |
9,950
+1,397
| +16% | +$359K | 3.81% | 9 |
|
|
2022
Q1 | $2.64M | Sell |
8,553
-1,271
| -13% | -$392K | 6.03% | 6 |
|
|
2021
Q4 | $3.3M | Sell |
9,824
-829
| -8% | -$279K | 4.02% | 7 |
|
|
2021
Q3 | $3M | Sell |
10,653
-9,573
| -47% | -$2.7M | 8.95% | 3 |
|
|
2021
Q2 | $5.48M | Sell |
20,226
-631
| -3% | -$171K | 2.19% | 15 |
|
|
2021
Q1 | $4.92M | Sell |
20,857
-410
| -2% | -$96.7K | 2.58% | 13 |
|
|
2020
Q4 | $4.73M | Sell |
21,267
-135
| -0.6% | -$30K | 2.79% | 11 |
|
|
2020
Q3 | $4.5M | Sell |
21,402
-312
| -1% | -$65.6K | 3.3% | 8 |
|
|
2020
Q2 | $4.42M | Buy |
21,714
+838
| +4% | +$171K | 4.03% | 5 |
|
|
2020
Q1 | $3.29M | Sell |
20,876
-366
| -2% | -$57.7K | 3.69% | 8 |
|
|
2019
Q4 | $3.35M | Buy |
+21,242
| New | +$3.35M | 2.83% | 10 |
|